| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Curtis Reed | Welspire | Upper Arlington | CFP | Percentage of assets, Fixed fees |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael Willitzer | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |